KPWS
STGW icon

Kestra Private Wealth Services’s Stagwell STGW Stock Holding History

Kestra Private Wealth Services’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$833K Sell
112,176
-22,250
-17% -$147K 0.01% 1004
2026
Q1 		$846K Buy
+134,426
New +$752K 0.01% 920

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's STGW Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Stagwell (STGW) stake by 17% in Q2 2026, selling an estimated $147K and leaving 112,176 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #1004.

Kestra Private Wealth Services first reported a position in STGW in Q1 2026 and has held it in 2 quarters since. The position peaked at $846K in Q1 2026. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Kestra Private Wealth Services held 112,176 shares of Stagwell worth $833K as of Q2 2026.
  • Kestra Private Wealth Services sold 22,250 Stagwell shares in Q2 2026, an estimated $147K.
  • Stagwell made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1004 holding.
  • Kestra Private Wealth Services first reported a position in Stagwell in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Stagwell position peaked at $846K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.